Kuhn & Co Investment Counsel Has $5.30 Million Stock Holdings in Apple Inc. $AAPL

Posted by Joseph Casey on Jun 8th, 2026

Kuhn & Co Investment Counsel boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 29.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,503 shares of the iPhone maker’s stock after buying an additional 4,434 shares during the quarter. Apple makes up about 3.5% of Kuhn & Co Investment Counsel’s investment portfolio, making the stock its 5th biggest holding. Kuhn & Co Investment Counsel’s holdings in Apple were worth $5,302,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AAPL. Overbrook Management Corp boosted its stake in Apple by 57.4% in the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock valued at $28,449,000 after acquiring an additional 38,174 shares during the period. Tufton Capital Management boosted its position in Apple by 4.3% during the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock worth $25,496,000 after acquiring an additional 4,157 shares during the period. Torren Management LLC bought a new position in Apple in the 4th quarter valued at about $1,178,000. KBC Group NV increased its stake in shares of Apple by 3.1% during the fourth quarter. KBC Group NV now owns 7,044,697 shares of the iPhone maker’s stock valued at $1,915,172,000 after acquiring an additional 214,215 shares during the period. Finally, Montis Financial LLC increased its stake in shares of Apple by 15.8% during the third quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker’s stock valued at $19,841,000 after acquiring an additional 10,640 shares during the period. 67.73% of the stock is owned by institutional investors.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $307.34 on Monday. The stock has a market capitalization of $4.51 trillion, a price-to-earnings ratio of 37.16, a PEG ratio of 2.68 and a beta of 1.09. Apple Inc. has a 1-year low of $195.07 and a 1-year high of $316.94. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The company has a 50 day moving average price of $281.39 and a 200 day moving average price of $271.39.

Apple (NASDAQ:AAPL – Get Free Report) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.65 EPS. On average, research analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 13.06%.

Wall Street Analyst Weigh In

A number of research firms recently commented on AAPL. Morgan Stanley reiterated an “overweight” rating on shares of Apple in a research note on Monday, June 1st. DA Davidson reissued a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research note on Friday, May 1st. Barclays reissued an “underweight” rating and issued a $253.00 price objective (up from $248.00) on shares of Apple in a research note on Friday, May 1st. Bank of America reissued a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of Apple in a research note on Tuesday, May 26th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Apple in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $312.82.

Read Our Latest Analysis on Apple

Insider Buying and Selling

In other Apple news, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the sale, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. The trade was a 3.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 97,759 shares of company stock valued at $24,964,305. Insiders own 0.06% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s WWDC keynote is expected to highlight a revamped Siri, Apple Intelligence updates, and a broader AI strategy, which could act as a near-term catalyst if the company shows meaningful progress. Will WWDC Drive Apple Stock (AAPL) Higher? Here’s What Analysts Expect
Positive Sentiment: Analysts remain constructive, with Citi reiterating a Buy and Wedbush reaffirming Outperform with a $400 target, citing Apple’s AI inflection point and resilient iPhone fundamentals. Asiya Merchant Reiterates Buy on Apple, Citing AI Strategy Inflection and Resilient iPhone Fundamentals
Positive Sentiment: Apple’s App Store update showed $1.4 trillion in sales and billings last year, reinforcing the scale of its Services ecosystem even as most transactions did not carry a commission. Apple touts $1.4 trillion in App Store billings and sales, 90% without a commission
Positive Sentiment: Foxconn raised its second-quarter outlook, a constructive signal for Apple’s supply chain and iPhone demand, since Foxconn is Apple’s top iPhone assembler. Taiwan’s Foxconn raises guidance for second-quarter outlook
Neutral Sentiment: Reports that Apple may rely on Google cloud infrastructure and Nvidia chips to power a redesigned Siri suggest the company is prioritizing speed to market, but they also underscore that Apple is leaning on outside partners for its AI push. Apple Taps Google to Prep Siri For September Revamp
Negative Sentiment: Some coverage warns that Apple still faces a high bar to justify its valuation, and UBS noted decelerating App Store growth could pressure the Services growth story if AI execution disappoints. Investors Should Worry About Apple’s (AAPL) Decelerating App Store Growth, Says UBS

Apple Company Profile

(Free Report)

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.